Results for Endowment Portfolio

Blog Posts

For Investment Committees Considering ESG Integration ...

Jan 12, 2021 ... We believe risk analysis is more rigorous when it is forward looking, which can add resilience to a bond portfolio. For endowments that, during ...

Blog Posts

How higher education fiduciaries can practically incorporate more ...

May 17, 2021 ... ... investment portfolio. To hire impact or sustainable ESG managers, we ... AGB PUBLICATION: Endowment Management for Higher Education (Book).

Trusteeship Articles

Honor and Responsibility: The Five Stewardship Imperatives - AGB

For the nearly 5,500 higher educational institutions in the United States, the endowment fund ... Keeping tabs on the myriad investment managers that reside ...

Trusteeship Articles

Foundations of Consequence: University Foundations and Crisis ...

Crisis events create shocks to the financial system that impact the value of endowment portfolios. ... The investment risk in the portfolio is but one ...

Trusteeship Articles

The Importance of Stress Testing in Higher Education - AGB

... portfolio may have been correlated ... This line would be available to cover cash flow shortfalls and could be secured by unrestricted endowment assets.

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Foundation Leadership Forum 2020 - Key Speakers - AGB

Meredith Heimburger, director of impact, Global Endowment Management; Tom ... Mike Condon, head of portfolio management, FEG Investment Advisors; Nicole ...

Trusteeship Articles

The Outsourced Chief Investment Officer - AGB

In fact, in the 2012 NACUBO-Commonfund Study of Endowments, 38 percent of the respondents said they had substantially outsourced their investment management ...

Trusteeship Articles

For COVID-19 and Climate Change, Delay is the Enemy - AGB

Transition risk primarily affects investments in a university endowment ... investment teams to reference during investment research and portfolio management.

Blog Posts

Adding More to Your Plate: Top Issues Facing Foundation Leaders ...

Sep 28, 2022 ... Regarding the other issue of endowment risk management (and assuring intergenerational equity), investment committees and boards find themselves ...

Trusteeship Issue

Trusteeship: March/April - AGB

... portfolio and best practices around endowment management given the fiduciary responsibility they have over the portfolio. Departments. On My Agenda A Renewed ...